James Slaughter
- Littleton, Colorado
- January 23, 2021
I am a Certified Notary Signing Agent in the state of Colorado. I carry E&O Insurance. I am able to serve Arapahoe, Denver, Douglas, and Jefferson counties. I have extensive experience in the financial services industry, doing customer relations and account management. I have extensive regulatory compliance and plan document design experience as well. These are skills I rely on to provide friendly, engaging services to clients, as well as accuracy in the completion of documents.
Education
Experience
Managed the process of converting existing and new retirement plans onto the Transamerica record keeping system.
Consulted with clients on plan document changes, coordinated the changes with the assigned compliance analyst.
Ensured that legal timelines were met for required communication to plan participants.
Ensured timely establishment of the plan on the Transamerica system in order to meet the deadline to receive plan assets from the prior record keeper.
Assisted in the development of a new product designed to increase sales in a new market segment.
Strategic Operations Consultant
Managed relationships with 5 for-profit and non-profit, domestic and foreign colleges and universities as main point of contact for online campus technical issues and training.
Maximized use of Learning Studio Survey tool by directing team that developed learning materials, conducted webinars, and trained users.
Managed team that identified and prioritized system bugs, resulting in optimum deployment of limited developer resources.
